Senior Private Wealth Manager

2 days ago

Delhi, Delhi, India Ishika Capital Private Limited (NBFC) Full time US$ 9,00,000 - US$ 12,00,000 per year

We're Hiring: Private Wealth Manager – Mumbai & Delhi*

Are you a dynamic wealth professional with 4 Years experience in managing HNI/Ultra HNI & NRI portfolios? Join our high-growth team and help clients build their financial legacy.

* Role Overview:*

As a Private Wealth Manager, you'll be responsible for acquiring and managing high-value clients, providing expert financial advice, and driving investment strategies tailored to individual goals.

* Key Responsibilities:*

* Acquire, retain, and grow relationships with HNI/Ultra HNI/NRI clients.

* Provide investment advisory across products like PMS, AIF, Arbitrage, Bonds, SIPs & Structured Products.

* Customize portfolios based on market trends and client objectives.

* Work closely with internal research & product teams to deliver optimal client solutions.

* Conduct regular reviews, seminars, and wealth-building initiatives.

* Ensure complete financial planning including cash, insurance & tax strategies.

* Desired Profile:*

* Strong network in the HNI/Ultra HNI segment.

* Proven track record in wealth management with deep understanding of financial markets.

* Excellent communication and client handling skills.

* Experience managing large AUMs and working with NRI clients is a plus.

*Location:* Mumbai & Delhi

*Contact HR Altaf:*

Ready to elevate your career in private wealth? Apply now and be a part of our success story.

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